Business Advisory Services

The Changing World of Trusted Advisors
 

The Changing World of Trusted Advisors

Posted: May 6, 2019
For accounting firms to be more of a trusted advisor to clients involves management awareness at the top and open minds at every staff level. Find out the most efficient ways to accomplish this.

Cross Selling: How to Mine Current Clients for More Services
 

Cross Selling: How to Mine Current Clients for More Services

Posted: April 5, 2019
CPAs must transition from generic accounting and compliance services to advisory services in order to stay relevant. Cross-selling and offering additional services to current clients is key — not only to bolster the firm’s bottom line but to ensure a proper transition of the practice into the future.

Trust Is Just the Beginning
 

Trust Is Just the Beginning

Posted: March 22, 2019
The challenge for the accounting profession is to stop settling for being the most trusted advisor. Use that as a springboard to being something else, something potentially much greater: the most valued advisor.

CPAs Acting as Interim CFOs: How to Manage the Risk
 

CPAs Acting as Interim CFOs: How to Manage the Risk

Posted: January 18, 2019
Professional liability insurance policies generally exclude coverage for services rendered when the policyholder also performs management duties or assumes management responsibilities on behalf of the client. Here are some simple precautions to better protect yourself, your firm and your stress level.

Effective Structuring in 2019 to Avoid SALT Exposure
 

Effective Structuring in 2019 to Avoid SALT Exposure

Posted: January 8, 2019
Effectively evaluating and monitoring changing state tax benefits and detriments is becoming vital rather than optional as the business tax climate in all states becomes more demanding and complicated.

Do New Tax Laws Mean It
 

Do New Tax Laws Mean It's Time for a New Identity?

Posted: November 20, 2018
When business owners see headlines proclaiming a 14-percent drop in the highest corporate tax rate, it’s only natural for them to assume that they can benefit from such a significant opportunity. But it's important to run the numbers first.

  Learn More

View all events

  • PAYCHEXLogo_4Services-11-2-2016
    Paychex offers unique benefits for your firm as well as discounts on integrated payroll, retirement or HR services for your firm’s small business clients.
  • UPS
    Save up to 50 percent on a broad portfolio of UPS shipping services including air, international and ground services.